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Service 08 · Owners, operations managers and finance leads who spend Friday afternoons copying numbers between tools

Reports that build themselves, from the tools you already use

Most small teams already have the numbers. They are just spread across four tools, and someone spends hours each week copying them into one spreadsheet that is out of date by Monday. We read each tool through its API or its exports, join the data, and deliver the report on a schedule, with every figure linked back to the record behind it.

From $2,500Care plan $600/mo
2 to 4 weeksfrom technical review to production, most engagements
Your accountsbuilt in your environment, delivered with source code
Tested firstevery change runs as a dry run before it goes live

What goes wrong today

The symptoms we hear on the first call. If two of these sound familiar, this is the right page.

  • One person rebuilds the same spreadsheet every week, and nobody else knows how.
  • Each tool has its own report, and none of them agree with each other.
  • The built-in dashboards show totals, not the twelve accounts that need a call today.
  • Week-over-week change is worked out by hand, if at all.
  • When the person who built the report is out, the report is too.

What we build

Each piece is built in your environment, on your accounts, and can be adopted on its own.

Read every source

Accounting, CRM, helpdesk, project boards and spreadsheets read through their APIs, or from scheduled exports where there is no API.

Join it up

Customers, jobs and invoices matched across systems, so one row means one customer everywhere, and mismatches are listed rather than hidden.

A view for each role

An owner's summary, a manager's exceptions list and a team member's to-do view from the same data. Thresholds are editable without a developer.

Week over week

Every figure compared with last week and last month, with the change shown, so the report says what moved, not just where things stand.

Delivered where you work

Google Sheets, Excel in SharePoint, a web dashboard or a scheduled email. Drill-down links go straight to the record in the source tool.

Ask it questions

Optional: an assistant that answers questions about the same data, with every lookup logged (see AI quality assurance and agents).

Inside the system

Narrated, screen-by-screen walkthroughs of the product we build. Fictional company and data; the method is the one in production.

Deep dive: dashboards that find the gaps

6 min 46 s · narrated, captions available · fictional data

Seven narrated minutes: API reads from several systems into one store, the checks that find what people are missing, the morning list, and the numbers eight weeks on. A fictional support team; demo data only.

See all videos

What you receive

Delivered at handover. Managed support afterwards is optional and month to month.

  • Scheduled reports or a dashboard, refreshed automatically
  • A data dictionary: where every number comes from and how it is worked out
  • Runs in your own Google, Microsoft or cloud account
  • Documentation and the source code

Proof

From production systems, described without client names. Numbers are rounded.

Role-based KPI dashboards

Five roles, editable thresholds and an activity log, in production.

Google Sheets reports with drill-downs

Week-over-week changes and links back to each record, delivered on a schedule.

Five scheduled report services

About 17,000 lines of reporting code running on Cloud Run and Scheduler.

Our commitment

Written into every proposal.

The price in the proposal is the price you pay

Fixed prices are fixed. If the work turns out bigger than we scoped, that is our problem, not a change order.

Walk away by day 7

If the first week does not convince you, stop by day 7 and you owe nothing. Anything we built so far stays in your accounts.

You keep everything

Code, documentation and credentials live in your accounts from day one. No licence fee, no lock-in, managed support cancellable any month.

Questions and pricing

If yours is not here, write to hello@tightlywired.com and we will answer within one business day.

Which tools can you report from?
Anything with an API or a reliable export: QuickBooks, Xero, HubSpot, Salesforce, Freshdesk, Zendesk, monday.com, Microsoft 365, Google Workspace and most industry systems. The tool picker on this site shows what is possible with yours, and the assessment confirms access.
Power BI, Looker Studio or Google Sheets?
Whatever your team already opens. Sheets and Excel need no new licences; a web dashboard suits views for many roles. We recommend one on the call and you decide.
Can we change the report ourselves?
Yes. Thresholds, targets and who gets which view live in a settings sheet or admin page, not in code.
What does the $600 a month cover?
We monitor the jobs, fix breaks when a vendor changes its API, and ship one small improvement a month. You can cancel any time and keep the code.

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Schedule a 30-minute assessment

Bring one process that costs your team hours each week. You will leave with an integration approach and a fixed-price estimate, whether or not we work together.

Schedule an assessment Pick a time now · or write to hello@tightlywired.com